# Insightly CRM Reviews
**Vendor:** Unbounce  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 941
## About Insightly CRM
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.



## Insightly CRM Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Insightly CRM, enjoying its user-friendly interface and organizational features. (28 reviews)
- Users value the **easy customization** options in Insightly CRM, enhancing their experience with tailored features. (11 reviews)
- Users appreciate the **customizability** of Insightly CRM, facilitating tailored fields, reports, and dashboards for diverse needs. (10 reviews)
- Users appreciate the **ease of customization** in Insightly CRM, allowing tailored solutions for specific business needs. (9 reviews)
- Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatile options for project management. (9 reviews)
- Integrations (9 reviews)
- Users value the **great customer support** from Insightly CRM, appreciating effective solutions and helpful self-help resources. (8 reviews)
- Easy Tracking (8 reviews)
- User Interface (7 reviews)
- Features (6 reviews)

**What users dislike:**

- Users find the **learning curve steep** for automation and workflow setup, complicating initial experiences with Insightly CRM. (9 reviews)
- Users find **limited customization** options in Insightly CRM, wishing for more flexibility and affordable advanced features. (7 reviews)
- Users find the **limited features** of Insightly CRM hinder the effectiveness of the system and its customization options. (7 reviews)
- Users find **incomplete information** frustrating, impacting reporting capabilities and hindering access to critical business analytics. (6 reviews)
- Users find the **time-consuming setup** of Insightly CRM frustrating compared to other platforms and CRMs. (6 reviews)
- Users are frustrated by the **disorganized contact management** and unnecessary complexity of Insightly CRM's sales-driven features. (5 reviews)
- Users feel the **pricing is high** , especially as advanced features come at a steep cost. (5 reviews)
- Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (5 reviews)
- Customization Issues (3 reviews)
- Filtering Difficulty (3 reviews)


## Insightly CRM Discussions
  - [Inquiring about AI features](https://www.g2.com/discussions/inquiring-about-ai-features) - 1 comment, 2 upvotes
  - [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) - 1 comment, 1 upvote
  - [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) - 1 comment, 1 upvote
  - [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) - 1 comment, 1 upvote
  - [What is Insightly CRM used for?](https://www.g2.com/discussions/what-is-insightly-crm-used-for) - 1 comment, 1 upvote

- [View Insightly CRM pricing details and edition comparison](https://www.g2.com/products/insightly-crm/reviews?page=90&utm_medium%E2%80%A6=undefinedpage%2F8%2F&section=pricing&secure%5Bexpires_at%5D=2026-05-15+17%3A45%3A13+-0500&secure%5Bsession_id%5D=4baea1aa-2f7f-4515-8088-566adf71610d&secure%5Btoken%5D=d8a67500e7116f535b6e3d5e8864396d25e92cac7cc1d5a36d55023c9fbc5ede&format=llm_user)
## Insightly CRM Integrations
  - [Egnyte](https://www.g2.com/products/egnyte/reviews)
  - [Harvest](https://www.g2.com/products/harvest/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Smartsheet](https://www.g2.com/products/smartsheet/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## Insightly CRM Features
**Sales Force Automation**
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Lead Management
- Marketing ROI Analytics

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Insightly CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,582 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,162 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,984 reviews)